“A life of reaction is a life of slavery, intellectually and spiritually. One must fight for a life of action, not reaction.” – Rita Mae Brown

You are here

Our Clients

Third Eye Associates has a passion to educate, empower, and enlighten individuals and families on their financial life. Our clients believe in our holistic approach and strive to live a more fulfilling and balanced life. Our most successful clients realize the value-added in working with a trusted advisor, who will keep you on track.

We have extensive experience in working with the following clients:

Individuals and couples

Professionals

Small-business owners

NYC residents who weekend in the Hudson Valley

People experiencing Life Transitions

Creative people

Inspired retirees

LGBTQ Individuals and Couples

Sustainable and responsible investors

Third Eye Associates, Ltd. currently serves clients in 16 states, with a concentration in New York City, the Hudson River Valley and Washington, DC areas.

Third Eye Associates, Ltd. is a state Registered Investment Adviser with offices in New York City, Washington, DC and Red Hook, NY,
and currently serves clients in 17 states. Third Eye Associates, Ltd. provides independent life and wealth planning services.